DISCLAIMER
Before acting on any
of the suggestions written in this blog, please consult with your legal, tax,
and financial professionals on how it will work in your own situation.
Any information provided on this blog is only educational in
nature and comes from my experience. I am not a lawyer, an accountant, or tax
expert. Talk to them before giving.
I cannot control the accuracy of the content of anything
posted particularly if laws, regulations, life changes or I am misinformed.
Life changes and so will the information on this blog and how it will apply to
your personal situation.
Your philanthropy has to be based on your values and your
situation.
Consider special and future needs when considering a gift.
Inform your family on any philanthropic giving not only to
pass on your legacy philosophy of giving to them but also why you are giving in
such a way.
Remember your spouse/partner, children, and your faith
community in your estate plan.
Make sure you review your estate plan at least every three
to five years or when a significant event or life change happens to you.
Consider a bequest or a beneficiary designation to any
charity you supported on a regular basis during your life. They will miss your
donations to help implement their mission.
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